| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 169,689 | $15.4M | $16.13M | $733,139.99 | 4.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,917 | $178,644.94 | $181,463.22 | $2,818.28 | 1.58% |
| AK Alisha Kamadia United Community Bank | 2,110 | $198,192 | $200,323.4 | $2,131.4 | 1.08% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,994 | $277,613.32 | $283,412.04 | $5,798.72 | 2.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,218 | $2.35M | $2.39M | $36,554.15 | 1.56% |
Riley Stephenson Stephenson & Company, Inc. | 22,243 | $2.01M | $2.11M | $96,642.84 | 4.81% |
KKM Financial LLC KKM Financial LLC | 6,877 | $628,380.42 | $653,658.87 | $25,278.45 | 4.02% |
David Vollmer PFS Partners, LLC | 981 | $102,484.42 | $92,861.46 | -$9,622.96 | -9.39% |
Benj Foor Frazier Financial Advisors, LLC | 1 | $87.71 | $95.24 | $7.53 | 8.59% |
Angela Kelley HTLF Bank | 37,383 | $3.36M | $3.54M | $183,511.13 | 5.47% |
Amir Har-El Savvy Advisors, Inc. | 25,915 | $2.49M | $2.45M | -$34,805.3 | -1.4% |
United Advisor Group LLC United Advisor Group, LLC | 9,912 | $899,538.34 | $938,269.92 | $38,731.58 | 4.31% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,354 | $226,642.84 | $222,829.64 | -$3,813.2 | -1.68% |
Steven JE Manders BKM Wealth Management, LLC | 13,692 | $1.24M | $1.3M | $60,332.84 | 4.88% |
Kent Keister Bear Mountain Capital, Inc. | 2 | $175.83 | $189.32 | $13.49 | 7.67% |
Thomas Hood Alternative Investment Advisors, LLC. | 61,165 | $5.24M | $5.8M | $561,284.32 | 10.71% |
Keisuke Ichihara Rakuten Securities, Inc. | 32 | $3,086 | $3,038.08 | -$47.92 | -1.55% |
Luke Bunch OxenFree Capital LLC | 15,827 | $1.44M | $1.5M | $60,264.19 | 4.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 395 | $38,030.64 | $37,390.7 | -$639.94 | -1.68% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,884 | $374,102.44 | $367,659.44 | -$6,443 | -1.72% |